Record advertising consent and withdrawal
Distinguish informational and advertising contact.
After this taskWithdrawn advertising consent excludes the recipient without granting unrelated channels or purposes.
Starting conditions and inputs
Verify the customer actual consent or withdrawal and its evidence.
Values for this task
entry_url, customer_id, medium, scope, granted, evidence, consent_evidence
Command sequence
open "$entry_url" && snapshot -i
click "$customer_row" && snapshot -i
click "$record_consent" && snapshot -i
click "$consent_channel_picker" && snapshot -i
click "$consent_channel_option" && snapshot -i
get text body
# Condition: Run the next click only if consent differs from the requested state. Otherwise skip it.
click "$consent_switch" && snapshot -i
fill "$evidence_input" "$consent_evidence" && snapshot -i
click "$save_consent" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $customer_row | Target customer record |
| 2 | click $record_consent | Consent recording button |
| 3 | click $consent_channel_picker | Consent channel picker |
| 4 | click $consent_channel_option | Channel for consent or withdrawal |
| 5 | get text | Read customer, purpose and current consent state. |
| 6 | click $consent_switch | Consent switch only when current state differs from the request |
| 7 | fill $evidence_input | Evidence input |
| 8 | click $save_consent | Save consent record |
| 9 | get text | Compare latest channel consent state, evidence and time. |
Check the result
Withdrawn advertising consent excludes the recipient without granting unrelated channels or purposes.
Resuming after interruption
Check the original request ID and outcome first. Do not resubmit while its result remains unknown.
Before sending advertising messages, track each customer's consent per medium (advertising consent per medium) with verifiable evidence, and record any withdrawal immediately so future campaigns exclude that recipient. Never apply consent from one channel to another or delete past withdrawal records.
This guide opens Record consent (수신 동의 기록), saves a channel withdrawal with evidence, and previews an advertising template to confirm exclusion. The customer and evidence text in the video are synthetic test data.
Synthetic test customer:
김하늘Withdrawal settings and evidence: Medium
라인(LINE),동의(Consent) switch turned off, evidence합성 시험: 고객이 LINE 광고 수신 철회를 요청했습니다.
Distinguish informational contact from advertising consent
Determine whether your planned contact is informational or advertising before checking eligibility. Booking confirmations and schedule changes tied to a specific reservation are informational, whereas promotions, discounts, and return-visit offers are advertising contact.
A customer profile or past reservation does not establish advertising consent. Manage advertising consent per medium (라인, Kakao, SMS) for each customer, and verify separate night-time consent (야간 광고 수신 동의) whenever rules require it.
Record the channel, state, and evidence
Select Record consent (수신 동의 기록) on the customer detail screen to open the consent dialog. Review each field before saving.
| Dialog field | Purpose in this task | Recording rule |
|---|---|---|
Medium (#medium) | Selects the channel for the consent or withdrawal entry. | Match the exact channel requested by the customer, such as 라인 (LINE). |
Consent (동의) switch | Sets advertising consent to granted (on) or withdrawn (off). | Read the current switch state first and click only when it differs from the request. |
Evidence (증빙) input | Stores the source, timestamp, and proof for the change. | Record traceable proof such as a form submission, chat reply, or 080 opt out log. |
When testing with synthetic customers who have not given real consent, write 합성 시험 (synthetic test) in Evidence (증빙) so test entries are never mistaken for live consent.
Record an advertising withdrawal request
1. Open the customer record and select Record consent
Select Customers (고객) in the left menu and click the target customer row. The recording opens the synthetic customer 김하늘, then selects Record consent (수신 동의 기록).
2. Choose the channel and turn the Consent switch off
Click the channel picker (#medium) and select LINE (라인). Read the customer name, purpose, and current Consent (동의) switch state on screen.
When the current state is granted (on) and the customer requested withdrawal, click the Consent (동의) switch to turn it off.
3. Enter the withdrawal evidence and save
Enter the source and reason for the withdrawal in Evidence (증빙). The recording enters the following text.
합성 시험: 고객이 LINE 광고 수신 철회를 요청했습니다.
Click the save button to record the withdrawal. Confirm on the customer detail screen that the latest channel state, evidence text, and timestamp are updated.
Verify withdrawal exclusion in send preview
1. Open the Send dialog for the withdrawn customer
Do not stop after saving the consent dialog. Select Send (발송) for 김하늘 and choose the advertising template 10월 재방문 상담 안내.
2. Run Preview and confirm the exclusion reason
Click Preview (미리보기) and inspect the eligibility result. The withdrawn customer must appear under Blocked (발송 불가) with the exclusion reason 이 채널의 광고 수신동의가 없습니다 (no advertising consent for this channel). Select Close to exit without sending.
Never erase withdrawal history by deleting consent records. Preserving both grant and withdrawal entries keeps the audit trail intact.
Watch the actual steps
This 41-second recording opens 김하늘, turns off 라인 advertising consent with synthetic withdrawal evidence, and previews 10월 재방문 상담 안내 to confirm that the customer is excluded from sending.
Transcript
- Open the test customer’s advertising consent. The withdrawal request is synthetic.
- Select LINE advertising, turn consent off, and record the withdrawal evidence.
- Preview the advertising template for the same customer.
- The customer is excluded after withdrawal. No message is sent.
If the result differs from what you expected
The customer still appears as ready after saving a withdrawal
Confirm that the channel you updated (such as 라인) matches the sending account channel of the template used in preview. If the channels match, check Prepare a sending account and message template to verify whether the template is marked as informational.
Toggling the consent switch saved the opposite state
The Consent (동의) control is a toggle switch. Clicking it when consent is already off turns consent back on, so always inspect the current state before clicking.
An 080 opt-out or chat reply needs to be recorded
Match the phone number or channel account from the 080 opt out result or unsubscribe reply to the customer record. Select the affected medium, turn Consent (동의) off, and record the opt-out channel and timestamp in Evidence (증빙).
A previous consent entry was recorded with a mistake
Do not delete prior ledger entries to hide a mistake. Open Record consent (수신 동의 기록) for that channel and set Consent (동의) to the accurate state. Record the correction reason and source proof in Evidence (증빙).